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Carrie Prusa

@Baron Silver Stevens Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$589.248MTotal holdings127
Assets growth rate2.88%Assets growth rate (2-Q avg)5.74%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Baron Silver Stevens Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 127 positions.

Assets under management

The assets under management (AUM) of Baron Silver Stevens Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 589.248M in assets, with a quarterly growth rate of 2.88% and a 2-quarter average growth rate of 5.74%. The portfolio is managed by Carrie Prusa, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USMVIshares Tr
Recent Activity
Decreased -0.25%
3.41%
$20.058M
225,899 shares@ $88.8 avg price
ACWVIshares Inc
Recent Activity
Decreased -0.18%
2.48%
$14.589M
133,599 shares@ $109.21 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.81%
0.46%
$2.664M
12,142 shares@ $219.39 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -5.87%
0.4%
$2.344M
40,752 shares@ $57.54 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.4%
0.33%
$1.886M
14,044 shares@ $134.3 avg price
IWDIshares Tr
Recent Activity
Decreased -1.63%
0.27%
$1.575M
8,508 shares@ $185.12 avg price
NEENextera Energy Inc
Recent Activity
Decreased -0.46%
0.18%
$1.005M
14,015 shares@ $71.69 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.33%
0.14%
$792,820
5,482 shares@ $144.63 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -8.61%
0.07%
$386,320
2,174 shares@ $177.71 avg price
DISDisney Walt Co
Recent Activity
Decreased -1.34%
0.06%
$342,573
3,077 shares@ $111.34 avg price